January 13, 2013 at 11:20 pm #6044
I only want the proposal to have the “Project Summary” price for “Equipment” & “Labor” & “Grand Total”
Having the Individual Item Price Show up is just creating the “Lets look on the internet for what we can get it for” result from the client.January 16, 2013 at 2:42 pm #7547
Have you played with the report designer yet? I think there are several ways to do what you ask.
You can go edit your existing report (save it as something else so you don’t overwrite your original report), and delete the box that shows the individual price. Or you can go to the report and change the COLOR of the price to “white”. That way (if you print on white paper) the prices don’t show.
Hope this helpedJanuary 16, 2013 at 5:26 pm #7581
Thanks, I’ll try that.January 16, 2013 at 5:39 pm #7548
No problem – let me know how it works out.January 16, 2013 at 5:52 pm #7583
Set it to white and it works perfectly.
One more question.
How can I combine the Installation price with the material price?
That way there is only one price for a customer to see, which means no complaints of “oh look how much you’re charging me to install it”
Thanks JJanuary 16, 2013 at 6:24 pm #7549
go back into the report, and click on the item price. Look over to the lower right box on the screen (with the heading that says “properties”. Go to the section in properties that says DataField. In yours it is probably set to dtr:Price. Change it to dtr:InstallationPrice_Tax
See if that works. But remember, if you still have it set to the color “white” you won’t see the line items on your proposal.
Are you new to DTools 5.5? If so you should give yourself some time to play around with the reports. There is tons of cool things you can do. Just make sure you don’t overwrite your original report.January 16, 2013 at 9:36 pm #7584
I’ve been playing with the report designer a little, I’m just hesitant to screw it up and not be able to fix it.
I might have not put it correctly before. I want to have Equipment and Labor Combined In “Project Summary” on the last page.
Thanks JJanuary 17, 2013 at 1:37 pm #7550Quote:I’ve been playing with the report designer a little, I’m just hesitant to screw it up and not be able to fix it.
When you first go in to report designer, select: “file”, then “new”, then select “New Report Based on Existing Report” then click “next”. Select the report you want to work with and click “next”. Where it says Report Name type in what you want to call your new report, i.e. Proposal Totals with installation and tax. Now you can modify away and not worry about screwing up the original.
I’ve done the above scenario a bunch of times. Once I get it close to what I want I’ll name it 1. Proposal Totals with installation and tax (for example) and save it. Then I’ll run the report and see if it is just what I want. If it needs further refining you can either modify it or create a new one based on the one you just created (call it 2. Proposal Totals with installation and tax). Once you have it exactly the way you want just delete all of your various revisions. Make sure you don’t delete the original report everything is based on and your latest revision and you should be good to go.Quote:I might have not put it correctly before. I want to have Equipment and Labor Combined In “Project Summary” on the last page.
Go to that report in report designer and change the data fields for dtr:Price to dtr:InstallationPrice_Tax. Then delete the field for Sales Tax. That should fix your problem.January 22, 2013 at 12:28 am #7598
Got it figured out, not exactly the way I had wanted but still, it will work. Thanks
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